+23,659.7%
AMD vs HPE
+545.6%
+23,114.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -4.5% | +9.2% | +7.1% |
| 7D | +2.6% | -0.6% | +3.2% | +2.6% |
| 30D | -0.9% | -2.3% | +1.4% | -0.4% |
| 3M | -8.7% | -2.9% | -5.9% | -7.6% |
| 6M | +136.3% | +143.6% | -7.2% | +41.6% |
| YTD | +123.0% | +118.5% | +4.5% | +40.1% |
| 1Y | +195.2% | +129.2% | +66.0% | +80.7% |
| 3Y | +336.3% | +212.5% | +123.8% | +114.2% |
| 5Y | +334.5% | +286.9% | +47.6% | +90.4% |
| 10Y | +6,259.1% | +432.3% | +5,826.8% | +2,144.2% |
| All | +23,659.7% | +545.6% | +23,114.1% | +6,879.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HPE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling